Bristlecone Advisors, LLC Incresed Positions in Q1 2025

Bristlecone Advisors, LLC

  • $1.21 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
30.2K
+ 14.03%
$71.17 - $73.66 $2.15M - $2.22M
245K $18M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.82K
+ 0.74%
$33.84 - $37.77 $231K - $258K
924K $33.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
44.7K
+ 26.68%
$50.39 - $50.66 $2.25M - $2.27M
212K $10.8M
COST
Costco Wholesale Corp

Consumer Defensive
1.25K
+ 4.56%
$890.62 - $1076.86 $1.11M - $1.34M
28.6K $27.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.13K
+ 2.25%
$95.85 - $99.25 $875K - $906K
414K $41M
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.31K
+ 3.75%
$55.75 - $77.63 $129K - $179K
63.7K $4.95M
KR
Kroger CO

Consumer Defensive
19.4K
+ 168.83%
$58.36 - $67.72 $1.13M - $1.32M
30.9K $2.09M
PEP
Pepsico Inc

Consumer Defensive
9.28K
+ 35.46%
$142.64 - $156.42 $1.32M - $1.45M
35.4K $5.31M
DBND
Doubleline ETF Tr Opportunisti

ETFs
26.4K
+ 151.98%
$44.88 - $46.36 $1.18M - $1.22M
43.7K $2.02M
JNJ
Johnson & Johnson

Healthcare
587
+ 1.26%
$142.06 - $167.7 $83.4K - $98.4K
47.1K $7.81M
AMGN
Amgen Inc

Healthcare
149
+ 0.85%
$258.59 - $327.36 $38.5K - $48.8K
17.8K $5.53M
VEA
Vanguard Ftse Developed Market

ETFs
3.44K
+ 1.41%
$47.4 - $52.99 $163K - $182K
248K $12.6M
USFR
Wisdomtree Floating Rate Treas

ETFs
16.9K
+ 3.43%
$50.29 - $50.5 $849K - $853K
509K $25.6M
DG
Dollar General Corp

Consumer Defensive
5.5K
+ 28.39%
$68.44 - $87.93 $376K - $483K
24.9K $2.19M
PFE
Pfizer Inc

Healthcare
34.6K
+ 20.7%
$25.01 - $27.13 $864K - $937K
201K $5.11M
NVO
Novo Nordisk A S

Healthcare
12.6K
+ 102.3%
$69.3 - $90.95 $872K - $1.14M
24.9K $1.73M
IEFA
Ishares Tr

ETFs
6.94K
+ 48.04%
$69.57 - $78.65 $483K - $546K
21.4K $1.62M
CVX
Chevron Corp

Energy
1.31K
+ 8.48%
$146.71 - $167.97 $191K - $219K
16.7K $2.79M
MBB
Ishares Tr

ETFs
5.32K
+ 31.84%
$90.37 - $94.08 $481K - $501K
22K $2.07M
LYB
Lyondell Basell Industries N.V.

Basic Materials
7.59K
+ 135.6%
$69.82 - $78.67 $530K - $597K
13.2K $928K
MRK
Merck & Co., Inc.

Healthcare
8.22K
+ 33.09%
$83.01 - $101.02 $682K - $830K
33K $2.97M
CRM
Salesforce, Inc.

Technology
3.57K
+ 49.69%
$268.36 - $359.95 $957K - $1.28M
10.7K $2.88M
ITA
Ishares Tr

ETFs
1.83K
+ 8.23%
$144.84 - $159.5 $265K - $292K
24.1K $3.68M
TSN
Tyson Foods, Inc.

Consumer Defensive
4.06K
+ 14.39%
$54.27 - $63.81 $220K - $259K
32.3K $2.06M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
6.85K
+ 30.95%
$77.91 - $92.26 $534K - $632K
29K $2.3M
ALB
Albemarle Corp

Basic Materials
10.9K
+ 37.78%
$69.95 - $97.49 $762K - $1.06M
39.7K $2.86M
VTV
Vanguard Value ETF

ETFs
1.8K
+ 43.74%
$167.73 - $179.21 $302K - $323K
5.93K $1.02M
IAU
Ishares Gold Trust

ETFs
680
+ 2.3%
$49.74 - $58.96 $33.8K - $40.1K
30.3K $1.78M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
6.71K
+ 19.64%
$80.73 - $94.96 $542K - $638K
40.9K $3.39M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.37K
+ 6.03%
$49.25 - $50.66 $363K - $373K
129K $6.42M
YELP
Yelp Inc

Communication Services
9.39K
+ 30.37%
$33.6 - $41.25 $316K - $387K
40.3K $1.49M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
5.99K
+ 54.16%
$47.33 - $47.92 $283K - $287K
17K $811K
BXP
Boston Properties Inc

Real Estate
6.1K
+ 35.16%
$63.97 - $74.91 $390K - $457K
23.4K $1.58M
GS
Goldman Sachs Group Inc

Financial Services
500
+ 113.64%
$524.81 - $672.19 $262K - $336K
940 $513K
ADBE
Adobe Inc.

Technology
2.33K
+ 22.56%
$377.84 - $464.11 $882K - $1.08M
12.7K $4.86M
CMF
Ishares California Muni Bond E

ETFs
4.6K
+ 36.75%
$55.93 - $57.47 $257K - $264K
17.1K $962K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
5.49K
+ 85.69%
$44.81 - $46.22 $246K - $254K
11.9K $536K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
100
+ 4.65%
$402.49 - $513.76 $40.2K - $51.4K
2.25K $1.09M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
4.85K
+ 25.47%
$81.1 - $94.7 $393K - $459K
23.9K $1.94M
CMCSA
Comcast Corp

Communication Services
7.68K
+ 7.18%
$33.19 - $38.23 $255K - $294K
115K $4.23M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.37K
+ 86.04%
$157.11 - $206.52 $216K - $284K
2.97K $499K
KMB
Kimberly Clark Corp

Consumer Defensive
1.13K
+ 31.28%
$124.46 - $147.4 $141K - $167K
4.75K $675K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.43K
+ 143.36%
$77.7 - $78.94 $189K - $192K
4.13K $325K
OKTA
Okta, Inc.

Technology
37
+ 0.56%
$78.83 - $116.72 $2.92K - $4.32K
6.64K $699K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.98K
+ 2.05%
$37.07 - $40.63 $73.3K - $80.4K
98.6K $3.88M
MNST
Monster Beverage Corp

Consumer Defensive
2.26K
+ 32.89%
$46.16 - $58.58 $104K - $132K
9.12K $533K
TJX
Tjx Companies Inc

Consumer Cyclical
1.1K
+ 23.01%
$112.81 - $126.16 $124K - $138K
5.85K $713K
PG
Procter & Gamble CO

Consumer Defensive
435
+ 2.27%
$158.56 - $176.26 $69K - $76.7K
19.6K $3.34M
HTGC
Hercules Capital, Inc.

Financial Services
8.66K
+ 18.36%
$18.01 - $22.0 $156K - $191K
55.8K $1.07M
Activity Summary
Buys All Purchases 137 New Holdings 29 Increased Positions 108 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bristlecone Advisors, LLC Portfolio

Follow Bristlecone Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bristlecone Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bristlecone Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email